This bingo card has 16 words: Booked an appt for investment review, Referral to an IRP, Learned something from an IRP, Used MyIP for fullfilment, Used MyAdvisor to update networth, Used MyAdvisor to update KYC, Referral to an IRP, Added IRP to a GIC renewal, Reviewed Investment, Everyday banking review, Renew Mortgage, Activated RRSP lead, Set up PAC, Discussed Value program, updated personal development plan and actioned all leads on 360.
⚠ This card has duplicate items: Referral to an IRP (2)
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